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Help Center
Reports
Learning & Training Resources
Virtual Workshops
JobNimbus Academy Courses
New Company Onboarding & Training
New User Onboarding & Training
Boards
Engage
Contacts & Jobs
Importing Contacts
Contact Records
Custom Fields
Documents & Photos
Jobs
Subcontractors
Suppliers
Communicating with Contacts
Mobile App
Boards
Calendar
Contacts and Jobs
Documents and Photos
Financials
Forms
Notifications
Tasks
Troubleshooting
Automations
Event-Based Automations
Time-Based Automations
Automation Recipes
Calendar & Tasks
Syncing Your Calendar
Tasks
Time Tracking
Record Scheduling
Your Calendar
Reports
Custom Reports
Built-in Reports
Dashboard
Classic Dashboard
Sales Dashboard
Financials
Estimates
Smart Estimates
Invoices
Payments
Budgets
Credit Memos
Material Orders
Work Orders
Taxes
Products and Services
QuickBooks
QuickBooks Online
QuickBooks Desktop
General QuickBooks Info
Integrations
API
Accurence
Beacon
BirdEye
CompanyCam
EagleView
Global Payments
HailTrace
HOVER
JobNimbus Payments
Leap
mySalesman
naturalForms
Podium
RoofScope
SalesRabbit
Simplii
Solo
Spotio
SumoQuote
Sunlight Financial
Xactimate
Zapier
Settings
Company Info
Forms
General Settings
Groups
Subscription
Team
Template Questions
Templates
Workflows
Additional Resources
General
Sales and Financial Information
Backing up data
Events
Industry Resources
App Status
Suggestions
WePay
Reports
Organize your data and get the information you need by creating custom reports or using the built-in reports.
Custom Reports
How Do I Create an Email Inbox From a Custom Report?
How Can I View All Email Activity in JobNimbus?
Is There a Way To Export My Custom Reports?
Where Do I Find My Custom Reports?
What Are the Different Custom Reports I Can Create?
How Do I Filter My Custom Report?
How Do I Organize My Custom Report?
How Do I Add a Calculation to My Custom Report?
How Do I View My Custom Reports?
Can I Configure Records in Bulk?
See more
Built-in Reports
What Can I See on the Team Activity Report?
Where Do I Find My Built-In Reports?
What Is the Pipeline Report?
What is the Lead Source Report?
